CIK: 0001596355
申告総資産額
$1.7億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 36.61% | -1.56% | -0.38% | |
| 2 | BN | Brookfield CORP | 株式-金融 | 9.49% | -1.12% | -0.24% | |
| 3 | WMB | Williams Cos INC | 株式-エネルギー | 7.43% | +1.33% | -0.22% | |
| 4 | ✓ | Brookfield Renewable | 株式-その他 | 6.70% | +0.18% | -0.16% | |
| 5 | NEE | Nextera Energy INC | 株式-公益事業 | 5.42% | +0.88% | — | |
| 6 | AAPL | Apple INC | 株式-IT | 4.62% | -0.35% | -1.19% | |
| 7 | ALLY | Ally Financial INC | 株式-金融 | 4.41% | -0.62% | -0.07% | |
| 8 | LEN | Lennar Corp-a | 株式-一般消費財 | 4.10% | -0.68% | +0.16% | |
| 9 | ✓ | VeriSign Inc | 株式-その他 | 3.96% | +0.07% | -30.22% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.93% | -0.50% | — | |
| 11 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 3.48% | +1.72% | +0.20% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 3.44% | +0.69% | -2.73% | |
| 13 | MU | Micron Technology INC | 株式-IT | 3.44% | -0.62% | +0.16% | |
| 14 | KMX | Carmax INC | 株式-一般消費財 | 2.06% | +0.16% | +0.05% | |
| 15 | MRP | Millrose Properties | 株式-不動産 | 0.52% | -0.03% | +0.37% | |
| 16 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.20% | -0.01% | -3.13% | |
| 17 | SO | Southern Co/the | 株式-公益事業 | 0.19% | +0.02% | — |